Episodes (Page 2)
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NVIDIA acquires Poolside, invests in Mercor and Perplexity, signaling AI infrastructure dominance.
Anthropic's $30TRN Revenue Assumption
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Julien Bek shares insights into Sequoia's investment process and what they seek in founders.
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Jerry Murdock discusses the potential AI bubble burst and the survival of "Neoclouds."
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SpaceX acquired Cursor for $60 billion, a deal Elon Musk orchestrated.
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Mac, Uber's longest-serving employee and President, shares untold stories of Travis and Uber's early days.
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Matt Swulinski shared strategies for building a $100M growth engine.
Matt Swulinski
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Canva's growth slashed due to AI costs, impacting its valuation and creating an LP liquidity trap.
Demis Hassabis
Jeff Dean
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OpenRouter reportedly in acquisition talks with Stripe for $10BN.
Alex Atallah
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AI boom will cause significant disruption and "roadkill" for many companies.
David Frankel
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Airtable acquired for $1.285B; Leo Achenbrenner's $16BN book bought by Citadel.
Nikesh Arora
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Anastasios Angelopoulos discusses the rapid evolution of AI models and the potential for significant market consolidation.
Anastasios Angelopoulos @ Arena
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Simile builds AI foundation models of human behavior for decision testing.
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Jensen's open-weights letter isolates Anthropic; OpenAI targets Hugging Face.
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Menlo Ventures invested in Anthropic, breaking traditional rules.
Matt Murphy @ Menlo
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Mercor's CPO discusses revenue concentration from Frontier Labs.
Frontier Labs
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Chinese AI models Kimi and Qwen challenge frontier AI.
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Lin Qiao believes specialized models will dominate over AGI, with token costs falling 10x.
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Fred Turner details Curative's explosive growth from $0 to $5BN revenue in 9 months.
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Apple sues OpenAI, alleging theft of secrets; Zuckerberg challenges AI models with Meta.
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Avishai Abrahami discusses Wix's AI strategy and challenges Wall Street's perception.